Aditya Birla Sun Life Regular Savings Fund Regular-Growth

Fund Details

NAV 67.1041

Sub-Type Conservative Hybrid

Rating 4

Min. SIP Amount ₹100.0

Fund Age(Year) 21.84

Fund Size(in Crores) 1523.44

Fund Performance

1 Month -3.01%

3 Month -1.91%

6 Month -0.81%

1 Year 4.88%

3 Year 8.51%

5 Year 7.76%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (93.66%) Market Cap Mid Cap 13.27 Small Cap 15.18 Large Cap 65.2 Top Sectors Financial 35.05 Metals & Mining 9.69 Automobile 8.77 Energy 6.48 Construction 5.65 Materials 5.26 Insurance 4.23 Services 3.93 Technology 3.18 Healthcare 3.12 Capital Goods 2.51 Communication 1.76 Consumer Discretionary 1.62 Consumer Staples 0.89 Textiles 0.86 Chemicals 0.64 Top Holding Eicher Motors 3.36 Aavas Financiers 0.79 Pearl Global Industries 0.84 Grindwell Norton 0.29 Carborundum Universal 0.64 Sheela Foam 0.22 ONGC 1.56 Kingfa Science & Technology (India) 0.64 Page Industries 0.03 Power Mech Projects 0.45 Kotak Mahindra Bank 3.57 Tata Steel 3.32 Bajaj Finance 1.55 Krishna Institute 0.94 Swiggy 1.14 Axis Bank 5.65 Fractal Analytics 0.02 JSW Cement 0.47 Larsen & Toubro 4.77 Maruti Suzuki India 2.05 Relaxo Footwears 0.19 NTPC 1.97 Mahindra & Mahindra 1.53 Thermax 0.13 VIP Industries 0.74 Coal India 1.56 Asian Paints 0.47 Biocon 1.17 Eternal 0.43 AIA Engineering 0.9 Jubilant FoodWorks 0.84 Microsoft Corportion (US) 0.93 ICICI Prudential 0.95 Berger Paints India 0.39 SBI Life Insurance Company 2.07 Sona BLW Precision Forgings 0.61 Sun Pharmaceutical Industries 1 Hindalco Industries 1.42 MCX 1.52 Pine Labs 0.38 Tenneco Clean Air India 0.02 NVIDIA Corporation (USA) 0.98 V-Guard Industries 0.47 Cummins India 1.08 ICICI Lombard Gen. Insurance 1.22 HDFC AMC 2.21 Bank of Baroda 1.34 Infosys 2.23 Jindal Steel 1.51 Aptus Value Housing Finance India 0.74 HDB Financial Services 0.33 Bharti Airtel 1.76 Nuvoco Vistas Corporation 1.47 Reliance Industries 2.93 Star Cement 0.9 Ashok Leyland 1.2 JSW Steel 1.62 Muthoot Finance 1.99 Max Financial Services 2.11 Shriram Finance 1.37 Gujarat State Petronet 0.02 CCL Products 0 GR Infraprojects 0.42 Timken India 0.32 HDFC Bank 5.7 Cholamandalam Investment and Finance Company 1.44 ICICI Bank 5.89 United Breweries 0.89

Debt & Others (6.340000000000001%) Sector Allocation Cash Margin 0.94 Repo 4.22 Treasury Bills 1.61 Debt Credit Ratings Debt Category Others 4.73 Reserve Bank of India 1.61

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%

Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -2.64% Ret 1Y 2.37% Ret 3Y 6.85% Ret 5Y 5.87%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.83%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Mohit Sharma

Education Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).

Experience Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).

Dhaval Shah

Education Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.

Experience Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.

Harshil Suvarnkar

Education Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.

Experience Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,

Dhaval Joshi

Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at high risk

AMC and Fund details

Rank (total sets) 7

Date of Incorporation 2004-05-22

Total AUM 435493.47

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.